AWM
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AE Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

AE Wealth Management’s Portfolio GBIL Stock Details GBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.12M Buy
61,122
+53,082
+660% +$5.31M 0.03% 370
2025
Q4 		$803K Buy
8,040
+2,675
+50% +$268K ﹤0.01% 870
2025
Q3 		$538K Sell
5,365
-2,860
-35% -$286K ﹤0.01% 946
2025
Q2 		$824K Sell
8,225
-2,330
-22% -$233K 0.01% 777
2025
Q1 		$1.06M Sell
10,555
-7,683
-42% -$768K 0.01% 692
2024
Q4 		$1.82M Buy
18,238
+5,606
+44% +$561K 0.02% 551
2024
Q3 		$1.27M Buy
+12,632
New +$1.26M 0.01% 650
2024
Q2 		– Sell
-2,241
Closed -$226K – 1257
2024
Q1 		$226K Sell
2,241
-1,487
-40% -$149K ﹤0.01% 1053
2023
Q4 		$373K Sell
3,728
-69,415
-95% -$6.94M ﹤0.01% 1600
2023
Q3 		$7.32M Sell
73,143
-30,285
-29% -$3.03M 0.04% 447
2023
Q2 		$10.4M Buy
103,428
+7,429
+8% +$742K 0.06% 360
2023
Q1 		$9.61M Buy
+95,999
New +$9.59M 0.06% 351
2021
Q1 		– Sell
-2,176
Closed -$218K – 1511
2020
Q4 		$218K Buy
2,176
+80
+4% +$8.01K ﹤0.01% 1253
2020
Q3 		$211K Buy
+2,096
New +$211K ﹤0.01% 1165
2020
Q2 		– Sell
-24,754
Closed -$2.49M – 1292
2020
Q1 		$2.49M Buy
+24,754
New +$2.49M 0.06% 263

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

AE Wealth Management's GBIL Position: Q1 2026 in Review

AE Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 660% in Q1 2026, buying an estimated $5.31M and bringing the position to 61,122 shares worth $6.12M. The position accounts for 0.03% of the portfolio, ranked #370.

AE Wealth Management first reported a position in GBIL in Q1 2020 and has held it in 15 quarters since. The position peaked at $10.4M in Q2 2023. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • AE Wealth Management held 61,122 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $6.12M as of Q1 2026.
  • AE Wealth Management bought 53,082 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $5.31M.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #370 holding.
  • AE Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2020 and has held it in 15 quarters since.
  • AE Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $10.4M in Q2 2023.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.